Jason Early is the Founder and CEO of RISR, a wealthtech platform that helps financial advisors support business owners with business valuation, succession, exit planning, and risk clarity. With extensive experience in financial services, he has dedicated his career to building innovative tools and solutions for advisors and the clients they serve. RISR was recognized by Investment News as Best New Technology, and Jason was named to the publication's 40 Under 40. Before founding RISR, he held advisory leadership roles and served as President of a wealth technology firm specializing in private company valuation services.

Business owners often have most of their wealth tied up in their company — but many don't know what their business is really worth or how it fits into their retirement, estate, and legacy plans. Advisors frequently treat the business like a plug-in number, which can lead to misguided planning and missed opportunities. How can advisors bring real clarity, reduce risk, and help business owners plan for a successful exit?

Jason Early, a wealthtech founder and longtime financial services leader, explains that effective advice starts with true business clarity: establishing the current value of the business and the value it needs to reach to support goals like retirement and philanthropy. He recommends guiding owners to identify and mitigate both equity risk and operational risk. Jason also emphasizes planning early, operating the business as if it's always ready to sell, and building a succession or exit plan since most businesses don't successfully transact.

In this episode of The Customer Wins, Richard Walker interviews Jason Early, Founder and CEO of RISR, about helping advisors deliver better outcomes for business owners. Jason shares insights on business valuation clarity, risk reduction, and exit planning. He also discusses tax planning trends, how AI is changing software building, and the mentors who shaped his leadership.

Dan Zitting is the CEO of Nitrogen, a platform that empowers advisors by creating more engaging, confidence-building client conversations. He is a longtime SaaS entrepreneur and operator with a background in building software in governance, risk, and compliance (GRC). Before Nitrogen, Dan founded Workpapers.com and later led Galvanize through significant growth, culminating in its $1 billion acquisition by Diligent. At Nitrogen, he focuses on using modern technology to help advisors deliver more personalized guidance so clients can invest and live fearlessly.

Financial advice can feel overwhelming and emotional, especially when clients are unsure whether they're making the right decisions or if their long-term plans are truly secure. Advisors, in turn, often struggle to translate complex topics like risk, taxes, and income planning into conversations that feel clear, personalized, and confidence-building. How can advisors strengthen client trust while scaling those high-impact moments across a growing book of business?

Dan Zitting, a SaaS executive and enterprise software leader with deep expertise in governance, risk, and compliance platforms, shares how advisors can elevate client outcomes through better engagement and communication. He emphasizes meeting clients where they are emotionally, using structured talk tracks to prepare for meaningful conversations, and presenting recommendations in a professional, visual format that clients can actually absorb. Dan also highlights how modern AI can reduce prep time by automating data ingestion, uncovering hidden planning insights from documents like brokerage statements and tax returns, and helping advisors focus more on guidance and trust rather than manual workflow.

In this episode of The Customer Wins podcast, Richard Walker interviews Dan Zitting, CEO of Nitrogen, about helping advisors create fearless client moments through better engagement and AI-powered tools. Dan discusses rebranding beyond risk tolerance, building an AI-first platform, and using tax insights to deepen planning conversations.

Richart Ruddie is the Founder of Captain Compliance, a data privacy and compliance software platform that helps organizations navigate complex data protection laws and automate compliance. He is a serial founder and entrepreneur with a track record of building and exiting successful online businesses. Richart is recognized as a privacy expert and often speaks on data privacy and regulatory risk at industry events. His work focuses on empowering companies to build trust with customers and avoid costly legal issues related to privacy.

Many organizations inadvertently expose themselves to legal risk through data privacy oversights, often despite their best efforts to comply. With regulations evolving at breakneck speed, a single misstep — such as an outdated policy or a faulty consent tool — can lead to costly lawsuits. How can your organization stay compliant and protected while continuing to scale and prioritize the customer experience?

Richart Ruddie, a passionate advocate for data privacy, tackles these very issues by offering a comprehensive software solution designed to help businesses navigate data privacy laws and prevent costly litigation. He explains how even B2B and financial services firms are at risk, emphasizing that privacy requirements aren't just about marketing — they're about protecting employee and customer data from breaches and misuse. Richart dives into real-world examples where a lack of compliance led to massive fines and job losses, illustrating the high stakes involved.

In this episode of The Customer Wins, Richard Walker interviews Richart Ruddie, Founder of Captain Compliance, about building trust and protecting businesses through innovative privacy compliance. Richart discusses not only the technical challenges of privacy but also the immense value of a customer-obsessed culture, scaling personalized service, and the importance of staying ahead of ever-evolving regulations.